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Techno Systems Research Co., Ltd. (TSR) / （株）テクノ・システム・リサーチ — A semi-annual multi-client foundry panel at process-node granularity (108 pages): for each advanced node (11/12/14/16nm, 8/10nm, 6/7nm, 4/5nm, 3nm, 2nm, plus legacy from 40/45nm) it carries shipment revenue and capacity trends across CY2023 to CY2026 forecast, capacity allocated by individual foundry AND by named customer for 2025 forecast, wafer shipment volumes broken out by application and by customer, and node-level utilization-rate trends; plus foundry revenue share including tier-2 foundries 2022-2026 forecast, process-node co…
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A semi-annual multi-client foundry panel at process-node granularity (108 pages): for each advanced node (11/12/14/16nm, 8/10nm, 6/7nm, 4/5nm, 3nm, 2nm, plus legacy from 40/45nm) it carries shipment revenue and capacity trends across CY2023 to CY2026 forecast, capacity allocated by individual foundry AND by named customer for 2025 forecast, wafer shipment volumes broken out by application and by customer, and node-level utilization-rate trends; plus foundry revenue share including tier-2 foundries 2022-2026 forecast, process-node coverage by foundry, process-migration movement by major application, hyperscaler capital-expenditure trends, a back-end substrates and packaging section (covering advanced packaging and chiplet trends), individual company sheets per major foundry, and geopolitical and China-domestic equipment coverage. Memory segments are explicitly excluded, so this is the logic-side capacity book.
Scale Dense for 108 pages: roughly 8 node bands × (revenueCoverage Information Technology · IndustrialsAsset class Equities
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Techno Systems Research Co., Ltd. (TSR) / （株）テクノ・システム・リサーチ — A semi-annual multi-client foundry panel at process-node granularity (108 pages): for each advanced node (11/12/14/16nm, 8/10nm, 6/7nm, 4/5nm, 3nm, 2nm, plus legacy from 40/45nm) it carries shipment revenue and capacity trends across CY2023 to CY2026 forecast, capacity allocated by individual foundry AND by named customer for 2025 forecast, wafer shipment volumes broken out by application and by customer, and node-level utilization-rate trends; plus foundry revenue share including tier-2 foundries 2022-2026 forecast, process-node co…
T-s-r offers (Alternative, Fundamental, Supply Chain) — Dense for 108 pages: roughly 8 node bands × (revenue, capacity, utilization, shipment-by-application, shipment-by-customer) × 6 major foundries × 4 forecast years, plus capacity-by-customer matrices per node, plus per-company sheets and a substrates/packaging section. That is on the order of several thousand structured cells per title. The publisher runs a broad catalogue across semiconductor and electronics segments (other report numbers exist on the same site), so total catalogue volume is a large multiple of a single title..
Advanced-node capacity and shortage forecasting; identifying which chip designer holds which node allocation and at what volume (a direct read on competitive design wins and on who is capacity-constrained); utilization-rate-driven leading indicators for foundry and equipment revenue; AI accelerator build-out sizing via hyperscaler capex plus 3nm/2nm customer allocation; equipment and materials demand modelling tied to capacity expansion plans; semiconductor equity research needing a node-level revenue decomposition; supply-chain risk registers for single-node dependencies; input to AI agents reasoning about chip-supply constraints.
Coverage spans Japan, APAC, US; Semiconductors, Research & Consulting Services; alternative, fundamental, supply_chain; equities.
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